Institutional & Family Asset Management’s Texas Capital Bancshares TCBI Stock Holding History

Institutional & Family Asset Management’s Portfolio TCBI Stock Details TCBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-94	Closed	-$5K	–	775
2022 Q2	$5K	Hold	94	–	–	﹤0.01%	505
2022 Q1	$5K	Hold	94	–	–	﹤0.01%	555
2021 Q4	$6K	Hold	94	–	–	﹤0.01%	542
2021 Q3	$6K	Hold	94	–	–	﹤0.01%	638
2021 Q2	$6K	Hold	94	–	–	﹤0.01%	689
2021 Q1	$7K	Hold	94	–	–	﹤0.01%	635
2020 Q4	$6K	Hold	94	–	–	﹤0.01%	623
2020 Q3	$3K	Hold	94	–	–	﹤0.01%	660
2020 Q2	$3K	Hold	94	–	–	﹤0.01%	657
2020 Q1	$2K	Hold	94	–	–	﹤0.01%	674
2019 Q4	$5K	Sell	94 -1,570	-94%	-$89.5K	﹤0.01%	607
2019 Q3	$91K	Sell	1,664 -3,600	-68%	-$205K	0.02%	232
2019 Q2	$323K	Hold	5,264	–	–	0.07%	138
2019 Q1	$287K	Sell	5,264 -36	-0.7%	-$2.09K	0.06%	157
2018 Q4	$271K	Hold	5,300	–	–	0.06%	142
2018 Q3	$438K	Buy	5,300 +9	+0.2%	+$816	0.09%	125
2018 Q2	$484K	Hold	5,291	–	–	0.1%	117
2018 Q1	$476K	Hold	5,291	–	–	0.1%	116
2017 Q4	$470K	Hold	5,291	–	–	0.09%	117
2017 Q3	$454K	Buy	5,291 +27	+0.5%	+$2.1K	0.09%	129
2017 Q2	$407K	Hold	5,264	–	–	0.1%	99
2017 Q1	$439K	Hold	5,264	–	–	0.14%	98
2016 Q4	$413K	Hold	5,264	–	–	0.13%	103
2016 Q3	$289K	Hold	5,264	–	–	0.1%	104
2016 Q2	$246K	Hold	5,264	–	–	0.09%	106
2016 Q1	$260K	Hold	5,264	–	–	0.1%	117
2015 Q4	$260K	Buy	+5,264	New	+$287K	0.1%	116

Other funds holding TCBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Institutional & Family Asset Management's TCBI Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of Texas Capital Bancshares (TCBI) in Q3 2022, closing a stake of 94 shares — an estimated $5K sold.

Institutional & Family Asset Management first reported a position in TCBI in Q4 2015 and held it in 27 quarters. The position peaked at $484K in Q2 2018. 243 funds tracked by Wall St. Rank hold TCBI as of Q3 2022.

Institutional & Family Asset Management reported no remaining Texas Capital Bancshares position as of Q3 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 94 Texas Capital Bancshares shares in Q3 2022, an estimated $5K.
Institutional & Family Asset Management first reported a position in Texas Capital Bancshares in Q4 2015 and held it in 27 quarters.
Institutional & Family Asset Management's Texas Capital Bancshares position peaked at $484K in Q2 2018.
243 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.